Julius Bär Gruppe Ag
Julius Bär Gruppe Ag is a Private limited company (Ltd.) registered in Switzerland under CHE114934412, and its current status with Zefix — Swiss Central Business Names Index is active. The company was incorporated on 19 October 2020 and lists its registered address as Zürich, Switzerland. 10 shareholders are on record for Julius Bär Gruppe Ag, and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from Zefix — Swiss Central Business Names Index and was last updated on 25 September 2026.
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Shareholders
10
Shareholders of Julius Bär Gruppe Ag
10 shareholders are currently on record for Julius Bär Gruppe Ag, reflecting the Aktienbuch (share register) maintained under Article 686 of the Swiss Code of Obligations rather than a public filing. The largest of these is MFS Research International Fund, holding 7.6% — the largest recorded stake — followed by Vanguard International Stock Index-Total Intl Stock Indx at 6.7%; the remaining 8 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
| Shareholder | Type | Holding | Source Document |
|---|---|---|---|
| MFS Research International Fund | 7.6% | Zefix — Swiss Central Business Names Index | |
| Vanguard International Stock Index-Total Intl Stock Indx | 6.7% | Zefix — Swiss Central Business Names Index | |
| MFS Series Trust X-MFS International Large Cap Value Fund | 6% | Zefix — Swiss Central Business Names Index | |
| Price (T.Rowe) International Stock Fund | 5.6% | Zefix — Swiss Central Business Names Index | |
| Fidelity Series Overseas Fund | 5.4% | Zefix — Swiss Central Business Names Index | |
| Price (T.Rowe) Overseas Stock Fund | 4.5% | Zefix — Swiss Central Business Names Index | |
| Price (T.Rowe) International Growth Equity Trust | 4.4% | Zefix — Swiss Central Business Names Index | |
| Davis New York Venture Fund | 4.1% | Zefix — Swiss Central Business Names Index | |
| MFS Institutional International Equity Fund | 4% | Zefix — Swiss Central Business Names Index | |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | 4% | Zefix — Swiss Central Business Names Index |
Officers
37
Directors and officers of Julius Bär Gruppe Ag
The Ceo & Member Of Exec. Board of Julius Bär Gruppe Ag currently on record is Philipp Rickenbacher; 37 officers are currently on record for Julius Bär Gruppe Ag, filed with Zefix — Swiss Central Business Names Index. Management authority at Julius Bär Gruppe Ag sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control. The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.
Group Structure
Group structure of Julius Bär Gruppe Ag
Julius Bär Gruppe Ag has no recorded parent company — it sits at the top of its own group structure, with 28 subsidiaries recorded beneath it across 18 jurisdictions. Each of these downward relationships is derived rather than filed: resolved by matching entities across the registry network, not stated directly in a single document.
- THREE ROCK CAPITAL MANAGEMENT LIMITED (Ireland)
- JULIUS BAER GESTION SGIIC SA. (Spain)
- Julius Bär Nomura Wealth Management AG (Switzerland)
- JULIUS BAER GLOBAL ENTERPRISE SERVICES (INDIA) PRIVATE LIMITED (India)
- Bank Julius Bär Deutschland AG (Germany)
- Julius Baer (Chile) SpA (Chile)
- Julius Bär Investment AG (Switzerland)
- JULIUS BAER FINANCIAL SERVICES (CHANNEL ISLANDS) LIMITED (United Kingdom)
- JULIUS BAER WEALTH MANAGEMENT (MONACO) S.A.M. (Monaco)
- Bank Julius Baer (Monaco) S.A.M (Monaco)
Data availability
Those 28 subsidiaries span Switzerland, Ireland, Spain, India, Germany, Chile, and 12 more jurisdictions, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Nine of the 28 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.
Julius Bär Gruppe Ag
Switzerland
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Frequently Asked Questions
Who owns Julius Bär Gruppe Ag?
10 shareholders are currently on record for Julius Bär Gruppe Ag, reflecting the Aktienbuch (share register) maintained under Article 686 of the Swiss Code of Obligations rather than a public filing. The largest of these is MFS Research International Fund, holding 7.6% — the largest recorded stake — followed by Vanguard International Stock Index-Total Intl Stock Indx at 6.7%; the remaining 8 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
Who is Julius Bär Gruppe Ag's UBO (Ultimate Beneficial Owner)?
Every shareholder recorded for Julius Bär Gruppe Ag is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.
How many shareholders does Julius Bär Gruppe Ag have on record?
10 shareholders are shown on record for Julius Bär Gruppe Ag.
What is Julius Bär Gruppe Ag's company registration number?
Julius Bär Gruppe Ag's registration number is CHE114934412, filed with Zefix — Swiss Central Business Names Index in Switzerland. Its current status on the register is active.
Is Julius Bär Gruppe Ag still an active company?
Julius Bär Gruppe Ag's status on Zefix — Swiss Central Business Names Index is listed as active.
When was Julius Bär Gruppe Ag incorporated?
Julius Bär Gruppe Ag was incorporated on 19 October 2020, according to Zefix — Swiss Central Business Names Index.
What is Julius Bär Gruppe Ag's registered address?
The registered address on file for Julius Bär Gruppe Ag is Zürich, Switzerland.
What legal structure is Julius Bär Gruppe Ag registered as?
Julius Bär Gruppe Ag is registered as a Private limited company (Ltd.) in Switzerland.
Who are the officers/directors of Julius Bär Gruppe Ag?
The Ceo & Member Of Exec. Board of Julius Bär Gruppe Ag currently on record is Philipp Rickenbacher; 37 officers are currently on record for Julius Bär Gruppe Ag, filed with Zefix — Swiss Central Business Names Index. Management authority at Julius Bär Gruppe Ag sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
Does Julius Bär Gruppe Ag have a parent company or subsidiaries?
Julius Bär Gruppe Ag has no recorded parent company — it sits at the top of its own group structure, with 28 subsidiaries recorded beneath it across 18 jurisdictions. Those 28 subsidiaries span Switzerland, Ireland, Spain, India, Germany, Chile, and 12 more jurisdictions, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Nine of the 28 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.
Can Zavia monitor changes to Julius Bär Gruppe Ag's ownership over time?
This profile reflects a point-in-time snapshot from Zefix — Swiss Central Business Names Index. Zavia's monitoring API can track changes to Julius Bär Gruppe Ag's registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access Julius Bär Gruppe Ag's data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including Switzerland, so records like Julius Bär Gruppe Ag's registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from Zefix — Swiss Central Business Names Index and was last synced on 25 September 2026.